10/17/2025
With a comprehensive in-house infrastructure covering issuance, custody, paying agent, and collateral services, Bank Frick contributes proven expertise and regulatory strength to the platform.
10/17/2025
The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.
10/17/2025
The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.
10/16/2025
The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.
10/16/2025
Together with financial investments, these factors form the top three sources of wealth globally.
10/16/2025
The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.
10/16/2025
Emerging sectors such as technology, sport, social media and entertainment are driving demand for more tailored and innovative solutions.
10/16/2025
Rothschild & Co advised on 81 transactions and Bank of America advised on deals worth a total of $49.4bn.
10/15/2025
The bank recognises that entrepreneurial wealth management extends beyond a business exit, supporting clients at every milestone of their professional and personal journeys.
10/15/2025
Global growth, falling interest rates, and lower commodity costs have all contributed to a more optimistic outlook.
10/15/2025
The white paper features the results of an independent survey, conducted by Goodman Lantern, which sought the views of IFA owners, management teams and senior advisers across the UK.
10/15/2025
The investment management and IFA support services business experienced organic net inflows averaging £281m per month.
10/15/2025
The launch follows the long-term investment by a single-family office and combination with Permian in the Nordics in mid-2025, a partnership that has enabled HIGHVERN to expand its footprint and evolve its services in line with the ambitions of today&
10/15/2025
Total assets under advice were £5.3 billion (30 June 2025: £5.3 billion), of which £2.4 billion are Advised only assets.
10/15/2025
Despite a promising start, the bank believes it is still far from reaching its goal.
10/15/2025
FINMA will appeal the ruling of October 1, 2025, and appeal it to the Federal Supreme Court.
10/15/2025
The transaction is expected to close in January 2026, subject to the regulatory approval procedures being completed by then.
10/15/2025
Amundi has won a 10-way asset management battle to create a bespoke fossil fuel-free cash fund for a Cambridge-led coalition of 79 higher education institutions.
10/15/2025
The firm has been recognised in the category Investment Management Company of the Year – Channel Islands & Isle of Man.
10/15/2025
The bank also said that changes to its system for assessing mortgage risk would have a negative impact on its mortgage business.